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David Michael Odonnell

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC·WALPOLE, Massachusetts
Clean recordTHE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
55 WEST STREET, WALPOLE, MA 02081CRD# 1423780Firm CRD# 172470

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Michael Odonnell · WALPOLE, MA
Registration
CRD #1423780 · THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Michael Odonnell is a registered financial advisor based in WALPOLE, Massachusetts, affiliated with THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
THE PATRIOT FINANCIAL GROUP, LLC
AUM
$2.1B
Regulatory assets under management
Employees
71
Total firm employees
View all advisors at THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1423780
Firm CRD# 172470
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Michael Odonnell offer?
David Michael Odonnell specializes in Financial Planning, Investment Management. Contact their office in WALPOLE, Massachusetts for a consultation.
What are David Michael Odonnell's credentials?
David Michael Odonnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Odonnell located?
David Michael Odonnell is based in WALPOLE, Massachusetts, working with THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC. Their office serves clients in the WALPOLE metropolitan area and surrounding communities.
How does David Michael Odonnell charge for services?
David Michael Odonnell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC?
THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC has approximately 71 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Jon J Loranger
WALPOLE, MA
Michael Paul Tashjian
WALPOLE, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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